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- Login to Salesforce.<\/li>\n\n\n\n
- In Setup navigate to the Home tab. <\/li>\n\n\n\n
- Search for \u201cCustom Settings\u201d in the Quick Find box located at the top in the left side panel to set the Customer No field as Not Required<\/em>.<\/li>\n\n\n\n
- Click on the Custom Settings.<\/li>\n<\/ul>\n\n\n\n
![\"Custom](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/02\/1.-Click-on-Custom-Settings.png\")
<\/a><\/center>\nCustom Settings <\/i><\/center><\/font>\n\n\n\n - \n
- Now, click on the “Manage” action to manage the ERP configuration and set the Customer No field as Not Required<\/em><\/strong>. Refer to the image below.<\/li>\n<\/ul>\n\n\n\n
![\"Manage](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/02\/2.-Click-on-Manage-in-Custom-Settings.png\")
<\/a><\/center>\nManage option in Custom Settings<\/i><\/center><\/font>\n\n\n\n - \n
- Click on the Edit option to edit any particular ERP configuration.<\/li>\n<\/ul>\n\n\n\n
![\"Edit](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/02\/3.-Click-on-Edit-in-Custom-Settings.png\")
<\/a><\/center>\nEdit option in Custom Settings <\/i><\/center><\/font>\n\n\n\n - \n
- Upon selecting the Edit action, details related to the particular ERP will appear on the screen. Within this section, you can locate the checkbox to set the Customer No field as Not Required.<\/li>\n<\/ul>\n\n\n\n
![\"set](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/02\/4.-Click-on-the-Customer-NoNot-Required-checkbox.png\")
<\/a><\/center>\nCustomer No (Not Required) checkbox <\/i><\/center><\/font>\n\n\n\n - \n
- The Customer No (Not Required) field permits Salesforce users to activate or deactivate the Customer No field when promoting an Account.<\/li>\n\n\n\n
- When the Customer No (Not Required) checkbox is selected, the Customer No field becomes inactive, preventing users from entering a customer number while promoting the account from Salesforce to ERP.<\/li>\n\n\n\n
- To initiate the promotion process, choose an account from the Accounts Tab or create a new account in your Salesforce org<\/li>\n\n\n\n
- Click on the \u201cPromote Customer\u201d button to promote the account. A popup will open displaying all the required fields along with the Customer No field.<\/li>\n<\/ul>\n\n\n\n
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Note: <\/strong>In case your Salesforce org is configured with multiple ERP systems, upon clicking the “Promote Customer” button, you must choose the specific ERP system to which you intend to promote the account. After selecting, click the “Next” button, and the popup window, as shown in the image below, will be displayed.<\/p>\n<\/blockquote>\n\n\n\n
![\"Disabled](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/02\/5.-Customer-No-Field-gets-disabled-during-account-promotion.png\")
<\/a><\/center>\nDisabled field on Promote Customer layout <\/i><\/center><\/font>\n\n\n\n - \n
- Fill in all the required details in the input fields and press the “Promote” button to initiate the account promotion to the ERP.<\/li>\n\n\n\n
- Upon clicking the “Promote” button, the account is promoted to the ERP, and an automatic numbering system in the ERP assigns the “Customer No” to the promoted account.<\/li>\n\n\n\n
- The allocated Customer No can be observed in your Salesforce org within the “Customer No.” field situated in the Details Tab of the promoted account. Alternatively, it can be accessed in the developer console through the “ERP_Config_c” object.<\/li>\n<\/ul>\n\n\n\n
By following the above blog instructions, you will be able to learn about the newly added feature “How to set the Customer No field as Not Required in Salesforce while it is set to use the “Auto Number” functionality in Sage\u201c<\/em><\/strong>.<\/p>\n\n\n\n
More details about the Product are available on our website<\/a> and Salesforce AppExchange<\/a>.<\/p>\n\n\n\n
We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at\u00a0salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n
About Us<\/b><\/br>\n
Greytrix<\/a> \u2013 a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration<\/a> for Sage X3<\/a>, Sage 100<\/a> and Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM Salesforce customization and development services<\/a> along with services such as Salesforce Data Migration<\/a>, Integrated App development<\/a>, Custom App development and Technical Support business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on Salesforce AppExchange<\/a>.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\nRelated Posts<\/strong><\/p>\n\n\n\n
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- How to resolve \u201cError while promoting customer from Salesforce to ERP: 404 Not Found. It seems you need to restart the service\u201d while promoting Customer from Salesforce to Sage 300C<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
- Using GUMU™ Link existing Salesforce Accounts with Sage 300 ERP Customers<\/a><\/li>\n\n\n\n
- Providing Access\/Rights to User in Salesforce through GUMU™ Security Matrix to Promote Account<\/a><\/li>\n\n\n\n
- Upon selecting the Edit action, details related to the particular ERP will appear on the screen. Within this section, you can locate the checkbox to set the Customer No field as Not Required.<\/li>\n<\/ul>\n\n\n\n
- Click on the Edit option to edit any particular ERP configuration.<\/li>\n<\/ul>\n\n\n\n
- Click on the Custom Settings.<\/li>\n<\/ul>\n\n\n\n